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Dec 17, 2012
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their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is fascinating. the 920 phone and the fact they actually have a contract with china mobile. 700 million subscribers, more than that. this company with the windows 8, i think there's a lot of different catalysts out there. we saw you unusual activity in this name. it was trading around $2. today, $4 a share. i think nokia's not going to beat up on apple, but if you want performance, that's the name to be in. >> gain market share at apple's expense? >> i think they can gain some market share. i don't know if it's at apple's expense, htc, whoever it is going
their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is...
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Dec 10, 2012
12/12
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china's corporate criminals who are often inditing wishable. we don't want to give the chinesing nomic sift apple larger footprint into american capitalism. secondly, this makes a mock rift green energy policies. the main rational for which was we don't want these so-called industries of the future controlled by foreign countries and by foreign companies. and here we are, transferring all of this property over to a chinese company. and there was an american buyer. there was an american buyer. an american-owned option. >> on that point, alan, is there any sensitive technology or information that is going to be given to the chinese through this trance ak. >> that's a great question, mandy. you are broadcasting from northern jersey, right sni think you recently you learned how important electricity grids are, right? when you don't have electrical power bb life becomes very bad. a123 is making product that helps control the electricity grid system. do we want the chinese owning this technology? the possibility for sabotage is after t astro nom cal.
china's corporate criminals who are often inditing wishable. we don't want to give the chinesing nomic sift apple larger footprint into american capitalism. secondly, this makes a mock rift green energy policies. the main rational for which was we don't want these so-called industries of the future controlled by foreign countries and by foreign companies. and here we are, transferring all of this property over to a chinese company. and there was an american buyer. there was an american buyer....
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Dec 7, 2012
12/12
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but first we go under the radar for china. what new data beyond the great wall is suggesting about investment opportunities there. those stories and much more coming up on halftime. >> i think you know we upgrayed our exposure to china last week, so i kind of agree with some of the comments just made, the recent data reports look better in china. they have really outperformed. therefore that latter group is cheap. so we like increasing china exposure. >> that was morgan stanley's adam parker, one of the biggest bears on the street getting bullish right here on kwf hattime." jane ulrich joins us now with her 2013 outlook. it's nice to see you again. welcome. >> thank you very much. >> is it just me or has sentiment seemed to change better? >> absolutely. yes, indeed. i think november was actually the inflexion report for the chinese market and kmchinese economy. if you look at the data, pmi data are more positive. industrial production is up. retail sales are bouncing back. but more importantly i've been speaking to a lot of co
but first we go under the radar for china. what new data beyond the great wall is suggesting about investment opportunities there. those stories and much more coming up on halftime. >> i think you know we upgrayed our exposure to china last week, so i kind of agree with some of the comments just made, the recent data reports look better in china. they have really outperformed. therefore that latter group is cheap. so we like increasing china exposure. >> that was morgan stanley's...
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Dec 13, 2012
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. >> did you know where china was? >> translator: no, not at all. it just happened that the way i was going was toward the border. >> with amazing luck and cunning shin managed to steal and bribe his way across the border and quietly work his way through china where he would have been sent back if he was caught. in shanghai he snuck into the south korean consulate and was granted asylum. in 2006 he arrived in south korea without a friend in the world. he was so overwhelmed by culture shock and posttraumatic stress he had to be hospitalized. more than seven years later, it's stunning to see how far he's come. he's 30 now and old demons from camp 14 are never far behind. shin now admits there was something he was hiding. two years ago he finally confessed to the author blaine harden. >> when he first told me about the excuse of his mother and brother, he didn't say he turned them in. >> you reported your mother and your brother? >> translator: yes. >> what did you hope to get out of reporting your mother and your brother
. >> did you know where china was? >> translator: no, not at all. it just happened that the way i was going was toward the border. >> with amazing luck and cunning shin managed to steal and bribe his way across the border and quietly work his way through china where he would have been sent back if he was caught. in shanghai he snuck into the south korean consulate and was granted asylum. in 2006 he arrived in south korea without a friend in the world. he was so overwhelmed by...
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Dec 14, 2012
12/12
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charles: a lot of people do not believe the china story. this number to me tells really nice with other things. dagen: most people already own it in their 401(k). charles: you are absolutely right. the stock is down pretty big from where it was. this last quarter was a disaster. north america construction was up. almost everything should go up next year. i love the risk reward on this. connell: this will be a huge story whether china is about two, you know, come back or collapse. charles: a minimum of 8.5% next year. we would take it in a heartbeat. dagen: deceleration is dangerous even if you are still going at 8%. connell: thank you, charles. appreciate it. dagen: we are. on saturday morning. connell: umbrella. no changes to the tax structure. dagen: more on the impact of the fiscal cliff. women are worried about it. there will not be spending that much on it on you. they will probably be spending it on themselves. a look at how the world currencies are very against the dollar today. ♪ there is no mass-produced human. every human being
charles: a lot of people do not believe the china story. this number to me tells really nice with other things. dagen: most people already own it in their 401(k). charles: you are absolutely right. the stock is down pretty big from where it was. this last quarter was a disaster. north america construction was up. almost everything should go up next year. i love the risk reward on this. connell: this will be a huge story whether china is about two, you know, come back or collapse. charles: a...
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Dec 17, 2012
12/12
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and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android are catching up. we were just talking there. jon pointing out the other competition out there. stock down 25% in the last three months. you remain bullish though. why? >> i do. i think a lot of the selling has to do with capital gains taxes. i think it was from the 700 level. and then you had another wave of it with long-term capital gains taxes. fears of that after the election we think caused an issue. we think that's why the stock is down. we still think it's quite solid. >> what about the competitive environment? stewart, that's one you've been looking
and china did 2 million iphone 5s. europe is week. but with demands elsewhere looking healthy, some numbers at least seem to be going apple's way. the question is whether samsung and amazon are meaningfully zapping the apple products. >> all right, jan. thanks so much. >> we've got both sides of that debate right now. the iphone 5's big debut in china is further proof that apple's fundamentals are solid one says. but stewart jeffrey is not sold. he says rivals like google's android...
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Dec 24, 2012
12/12
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china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to kick down the road the transition we need to make for the sake of our economy, for the sake of our national security for the sake of our-- >> we're not kick it go down the road. this isn't a fiscal cliff kick down the road. they're improving techniques all the time. they're not kicking the problem down the road. >> most are. and those that aren't need to be required to do so. we need to improve the public oversight. right now they don't have to comply with our foundational safeguards, david. like the clean water act. safe drinking water. that
china and the united states. david: hold on, bob, let me define what you mean about clean energy, a lot of people from nrc did do not include natural gas with clean energy, but do you? >> well, what i'm talking about is wind, solar and other sources, but the key-- >> what about natural gas bob? >> the key to it, david, how we get it. it has to be gotten in a responsible way. we can't continue to put our communities, our ranchers, our farmers at risk and we can't continue to...
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Dec 8, 2012
12/12
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apple makes $100 billion but apple employs more people in china than it does in america. that to me is wrong. >> now, there is a globalization aspect to this and what i don't want to do is tell a company like apple look, you can't be a global business anymore because you've got to bring it all back to america. that's not what this is about. i do think this moral capitalism line which howard schultz at starbucks came up with is a strong one, actually. i always believed that the american public would reward companies like apple by going to buy the products if they made them here and they would actually be proud at buying an ipad or iphone that had made in the usa on it more than they would if they see made in china. >> but there are two elements to that. part of it is the moral capitalism and you can debate that on both sides of it. but the other part of it, are we educating enough kids who can do those jobs and compete on a global marketplace. >> that's what he said, the problem is more training than the cost of doing it. but apple can afford to train people. >> apple can
apple makes $100 billion but apple employs more people in china than it does in america. that to me is wrong. >> now, there is a globalization aspect to this and what i don't want to do is tell a company like apple look, you can't be a global business anymore because you've got to bring it all back to america. that's not what this is about. i do think this moral capitalism line which howard schultz at starbucks came up with is a strong one, actually. i always believed that the american...
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Dec 5, 2012
12/12
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smartphone in china. shares of nokia jumped 12.8%. volume was very heavy as shares sit at a seven-month high. meantime, banking stocks were in focus thanks to the job cuts announced at citigroup. bank of america joined in the rallyitesh shar closing with a double-digit handle. with b. of a. finishing the session at $10.46, it's the first close over $10 per share since july 2011. also helping the financial sector: insurance companies.sh two of them released their esatim of how much hurricane sandy will cost them. travelers figures the storm wilt cost it $650 million. hartford pegged its storm losses a analysts say the companies can absorb the impact. both stocks were higher. travelers rallied 4.9%, closing less than one dollar away from a new 52-week high. hartford added 2.9%. drug giant pfizer had encouraging news on an experimental breast cancer drug. with up to $6 billion in potential global sales, the stock rallied. shares jumped 1.9% on heavier than usual volume. while the breast cancer drug tests wer
smartphone in china. shares of nokia jumped 12.8%. volume was very heavy as shares sit at a seven-month high. meantime, banking stocks were in focus thanks to the job cuts announced at citigroup. bank of america joined in the rallyitesh shar closing with a double-digit handle. with b. of a. finishing the session at $10.46, it's the first close over $10 per share since july 2011. also helping the financial sector: insurance companies.sh two of them released their esatim of how much hurricane...
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Dec 6, 2012
12/12
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if china mobile extracts big concessions to the u.s. providers, then go back and do the same. that's the principal issue. the other thing you're coming to the most important quarter in apple's recent memory and that's because you've had so many product launches coming in this last quarter they've really got to hit the cover off the ball. having said all that i still think apple long-term is a value play here, i still think it's a growth play, so it's just the right time to get in. >> dennis? >> joe brighton brings up the topic of a generational circumstance. going back a generation to me this reminds me of what happened in the early 1970s when you had the wonderful nifty 50 stocks you were supposed to own forever, all of which are wonderful companies -- >> 1970s or 1870s? >> i look like i was from the 1870s but apple is a wonderful company but not a good stock at this point. you have to be careful here. >> stephanie, what do you do, sitting there at home watching what all of us say as america's best loved stock, most valuable company on earth and watch it fall as far as it's f
if china mobile extracts big concessions to the u.s. providers, then go back and do the same. that's the principal issue. the other thing you're coming to the most important quarter in apple's recent memory and that's because you've had so many product launches coming in this last quarter they've really got to hit the cover off the ball. having said all that i still think apple long-term is a value play here, i still think it's a growth play, so it's just the right time to get in. >>...
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Dec 26, 2012
12/12
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reason for that is we look at china. china's economy is turning the corner. that's also helping with what you folks talked about earlier in the crude oil. see how it plays out. even though it's a light volume week as far as trading -- ashley: still, though, a downward trend with the chart. what's the story with silver? >> well, you saw silver pull back with gold. normally, they run, and now what we're seeing is there's a little bit more demand. china's picking up the pace a little. we are seeing silver that's up, what, 24 cents as of today? not a bad move from a one day, especially in the light volume. ashley: if we get it done on the fiscal cliff, will we see a selloff in metals? >> i don't believe that we will. europe right now is the safe haven. there's no negative news. by any means, they are not done with all that's going on over there. everything is focused here on the u.s. and the fiscal cliff, and until that is resolved, if it gets resolved, the traders are pulling back, volatility's high, and there's going to be very thin volume in the markets. it's
reason for that is we look at china. china's economy is turning the corner. that's also helping with what you folks talked about earlier in the crude oil. see how it plays out. even though it's a light volume week as far as trading -- ashley: still, though, a downward trend with the chart. what's the story with silver? >> well, you saw silver pull back with gold. normally, they run, and now what we're seeing is there's a little bit more demand. china's picking up the pace a little. we are...
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Dec 27, 2012
12/12
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in. >> overall when we see what's happening in china, so many new brands emerged in china, new companies on the luxury good fronts, and you've had the big conglomerates vogue down their rate and new store openings. watch profitability for luxury companies in 2013. >> okay. r.j., break it down. who do you like for next year? >> in addition to costco and amazon, i like some of the late cycle discretionary plays especially when we see the housing market improve, names like william sonoma and home depot, names that did a great job investing in the supply change, a name like american eagle stands out in that regard. those are probably our top picks heading into 2013. >> jay, what would you avoid? >> anything that's a commoditized retailer. you'll get killed by amazon and other low-cost providers, names like best buy, barnes & noble, any of the office guys. i think most of those names are dead in the water right now and definitely names to avoid at this point. >> dana, any names we missed from you? >> i think you got the names. the key thing for 2013, we need the stability, and we need some de
in. >> overall when we see what's happening in china, so many new brands emerged in china, new companies on the luxury good fronts, and you've had the big conglomerates vogue down their rate and new store openings. watch profitability for luxury companies in 2013. >> okay. r.j., break it down. who do you like for next year? >> in addition to costco and amazon, i like some of the late cycle discretionary plays especially when we see the housing market improve, names like...
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Dec 18, 2012
12/12
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you've been to china a lot in recent week. we keep trying to make sense of the data that comes in from china overnight. some of the industrial production numbers. >> remember, we have 16 businesses in china. i spent a lot of my time over there and we've got a great asian presence overall. so what are we seeing? one, exports are slowing and dramatic to europe. that's a structural fen phenomena. the second major market is real estate and my assumption is that they don't want real estate to go up too much and they can't have it go down too much because it will hurt the bank. so we're in a holding pattern. they are looking to liberalize the overall economy. you've seen the stock market rally. that's based on the assumption that growth is stabilizing and, more importantly, i think the new administration is going to try to do liberalize and the message is, don't expect us to lower rates to try to reduce growth. that's what they did in the past that created bubbles and issues. i think what they are going to try to quietly do is stabi
you've been to china a lot in recent week. we keep trying to make sense of the data that comes in from china overnight. some of the industrial production numbers. >> remember, we have 16 businesses in china. i spent a lot of my time over there and we've got a great asian presence overall. so what are we seeing? one, exports are slowing and dramatic to europe. that's a structural fen phenomena. the second major market is real estate and my assumption is that they don't want real estate to...
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Dec 10, 2012
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numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we knew that monti was successful. >> it may be whoever follows him is going to roll some of the gains that he's had. so-called gains. >> that's going to cause ripples here. look, on saturday night, i said, we're going to have a nice opening. china's good, people know that monti is not really going to hurt italy. i think if china continues the momentum, but the number -- >> the ex sports were less than expected in the month of november. which is a concern. then there's this perverse glass half full, that some data comes in lower, it might fuel the case for sti
numbers came out saturday for china. i think italy has been remarkably good. so this was a big game changer. italy had been a part of the good story of european recovery. now it's back. >> all to monti was never intended to be there for the long term. >> sure. >> in fact, he may be leaving a month earlier than originally planned. this should not be a surprise in the larger context. while we may mention berlusconi's name right now, he's not expected to win. >> look, we...
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Dec 18, 2012
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be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are longer term quite bullish on gold. why are we see this pressure taking it apolo the 1700 mark. >> well, sue, i think we saw a knee-jerk reaction initially when boehner came out with plan b. that technically got the ball rolling to the downside. keep in mind one week away from christmas. these holiday markets you can really get pushed around. traders have to be aware on thin volumes. came down to the november 5th low, new low on the close, 1670. right now i think they are stripping out the inflation in gold and really focused on the fi
be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are...
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Dec 13, 2012
12/12
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the reality is is the rate of growth of china, if you look at the long-term prospects for china, they're extraordinary. you realize that china is just in the first phases of a long-term domestic development. they're building an infrastructure of transportation, building an infrastructure of consumption in so many different parts of the world. it's such -- so many different parts of the country. it's not just what shanghai, beijing does. it's what so many other parts of the world are doing. and i think the long term over the next 20 to 40 cleyears of development for china. >> thanks for coming on. william lauder, talk to you again soon. i mean, china, their overall story, steph, sounds pretty good. >> it does. >> whether it's chip that or here in the united states. do you run with that? >> it's trading at 23 times forward estimate. it's expensive. certainly great double-digit growth. they're doing a great job on margins. based on his comments, look at coach, 12 times forward estimates and they've got a great presence in china and trying to increase their market share. they've got a great
the reality is is the rate of growth of china, if you look at the long-term prospects for china, they're extraordinary. you realize that china is just in the first phases of a long-term domestic development. they're building an infrastructure of transportation, building an infrastructure of consumption in so many different parts of the world. it's such -- so many different parts of the country. it's not just what shanghai, beijing does. it's what so many other parts of the world are doing. and...
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Dec 26, 2012
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it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that and capitalize on it? >> absolutely. so here's the issue with the consumer. obviously the consumer story is the biggest thing for the emerging markets. that's the story for the next decade at least. the issue is that a lot of the adrs that we can trade don't really touch the consumer as much as we'd like. there are a few. on the technology side, we like a number of stocks, like we like china mobile. that's chl. that gives you the emerging consumer, that's really moving into mobile. we like qihu. that's a stock that really get
it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that...
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Dec 6, 2012
12/12
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the next 50 years we are adding 3 billion new consumers, china, india, brazil. let's add i understondonesia to. 3 billion consumers growing in the consumption trends. the growth that will come in front of us in the next 50 years have nothing to do with what has been achieved in the last 50 years. the only difference is that it will be done in those new markets, one, and the specificity of those markets, young people, loving brands, loving sports and becoming rich much sooner compared with what we've been enjoying in other markets. that means attractiveness towards luxury brands starts much sooner in those new markets. >> my thanks to the ceo of ppr. >>> tomorrow morning's key jobs report could move your money even before the opening bell rings. we have our panel of wall street's top market pros giving you a leg up on the ore side of this break. stay with us. we're back in a moment on "the closing bell." americans are always ready to work hard for a better future. since ameriprise financial was founded back in 1894, they've been committed to putting clients first
the next 50 years we are adding 3 billion new consumers, china, india, brazil. let's add i understondonesia to. 3 billion consumers growing in the consumption trends. the growth that will come in front of us in the next 50 years have nothing to do with what has been achieved in the last 50 years. the only difference is that it will be done in those new markets, one, and the specificity of those markets, young people, loving brands, loving sports and becoming rich much sooner compared with what...
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Dec 12, 2012
12/12
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it was just announced that china surpassed the u.s. in patent applications just last year. the r & d tax credit goes to hiring and expanding our r & d research. that and obama care, obama care just hit us by 19.5%. our medical costs are going up next year by 19.5%. so what can we do? we'll have to adjust our costs and get them in line. we compete in the worldwide economy, and our costs are going up. >> how much did that loss of the r & d tax credit cost your company as well? >> it cost us about 2.5%, 2% on the bottom line. >> and if the r & d tax credit does not come back, how many people might you have to let go next year? >> so what we have is we've got the 2%, 2.5% that we lost in the bottom line and obama care hitting us by 19.5%. our costs are going to go up 19.5% next year, so we believe, we'll probably have to cut two or three people just to overcome the extra cost that's going to hit our business in 2013 so we've got obama care going through. we're going to take on half that cost and pass half of that on to our employees. think about that. that means that our middle
it was just announced that china surpassed the u.s. in patent applications just last year. the r & d tax credit goes to hiring and expanding our r & d research. that and obama care, obama care just hit us by 19.5%. our medical costs are going up next year by 19.5%. so what can we do? we'll have to adjust our costs and get them in line. we compete in the worldwide economy, and our costs are going up. >> how much did that loss of the r & d tax credit cost your company as well?...
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Dec 7, 2012
12/12
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how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i don't want to write-off yum. i feel like this was so devastating. i got to see something positive before i can come on this show and say buy it. >> how about wsm? >> here's a terrific report. they say the growth story is unappreciated. william sonoma next week pier 1 reports next week restoration hardwa hardware. everything in the house is doing better. possible sandy story. possible employment story. where would those employment numbers be had it not been for sandy? business is real good for ll. no one wants to say our business is great because of sandy because of the loss of life and the
how good is china? how weak is china. don't worry about it. unit growth coming back. china will follow in terms of same store. the market disagrees. i think the stock is very cheap. it's show me. until we see an inflection point in china, right now people feel like it's gone like this. be careful. yum. >> there are some lonely bulls out there on yum even at these levels. >> i happen to think that the united states could turn. i like the ceo. he's always reacted to whatever is bad. i...
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Dec 19, 2012
12/12
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>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this capacity that needs to be reduced is continuing to grow. so, we think capacity in china is going to row. you have much more supply than the demand. we continue to see price pressure. >> gordon, one of your competitors, i think tend of november, has a $50 price target on the stock. mentioned their cash flow. i'm not asking you to talk about their call but can you talk about their cash flow? do they have a healthy situation? >> that's a good point. where the projects they have, they will have the cash. but once the projects are over, if you look at first solar's earnings over the past four quarters, quarters whe
>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this...
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Dec 5, 2012
12/12
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some of these companies enter into china, enter into india, and you can't just plant a flag. you have to understand the market. it's an exceptional story. >> and for medical? >> this is again because of our ageing market going to be a huge, tremendous growth story over the growth industry over the next 10 to 20 years. >> and she did it without any notes. that's amazing. good job. >> good to see you. thank you so much. we appreciate it. we're in the final stretch of trading. we have a market holding on to gains. 20 minutes before the closing bell sounds. the dow industrial average up 116 points right now. >> citigroup's job cut a big gain for financials today. is citi on the right course right now with these cuts? will the financials lead the market higher or lower this month? we'll look that the coming up. >>> bank of america also up 6% right now. >>> mean while, congress lee leaving for a long weekend. really? yes, they are leaving for a long weekend. they just left. treasury secretary geithner will weigh in exclusively at 4:00 p.m. eastern. [ male announcer ] at scottrade,
some of these companies enter into china, enter into india, and you can't just plant a flag. you have to understand the market. it's an exceptional story. >> and for medical? >> this is again because of our ageing market going to be a huge, tremendous growth story over the growth industry over the next 10 to 20 years. >> and she did it without any notes. that's amazing. good job. >> good to see you. thank you so much. we appreciate it. we're in the final stretch of...
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Dec 18, 2012
12/12
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they are looking at hey there's no hard landing in china. europe didn't fall off the map. the u.s. didn't go into recession. we didn't have worldwide food inflation. maybe there's a reason to be constructively bullish on this market. liz: wasn't 1442 supposed to be that support level? >> it is a support level. below that though 1430. that is a key level. i think people are squaring up because hey, we don't know what will happen overnight, but by in large, the market is pricing in that something will get accomplished, but hey, if i was standing in that pit right now, i'd go home flat as well but you'd never know. david: i won't tell those guys about the asteroid that's planning to hit at 12:00 midnight. but that's a whole other story. larry, great to see you. liz: david you just panicked half of our viewers. oracle beat on the top and bottom line. let's head back to nicole on the floor of the nyse. nicole: i have been talking with traders taking a look at the stock in the afterhours. it is a winner. we're watching oracle on the move to the upside, beat on both top and bottom line. t
they are looking at hey there's no hard landing in china. europe didn't fall off the map. the u.s. didn't go into recession. we didn't have worldwide food inflation. maybe there's a reason to be constructively bullish on this market. liz: wasn't 1442 supposed to be that support level? >> it is a support level. below that though 1430. that is a key level. i think people are squaring up because hey, we don't know what will happen overnight, but by in large, the market is pricing in that...
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Dec 31, 2012
12/12
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play, on china stabilizing and growing. >> yes, and that's starbucks. starbucks a great american company. everybody needs a good cup of coffee. in china there is only one starbucks for every 1.9 inhabitants, can you believe that when we have one basically on every corner? [laughter] so there's tremendous opportunity there. you've got the tea growers in china, a lot of them are now switching to coffee because of starbucks, so that's a double play for you. liz: wait until they find out what a frappucino tastes like. >> oh, look out, china. liz: two pharma companies, what do you think are the big names here because we're all getting older, and we all need new medicine. >> we're going to be buying a lot of pfizer especially and bristol-myers. those are the two picks we have. pfizer is around 24, $25 a share, bristol-myers about 31. and they have in common a new blood-clotting drug, and everyone's very, very excited about that. bristol-myers developed it, and pfizer will be marketing it. so we hi there's huge opportunity -- we think there's huge opportunity
play, on china stabilizing and growing. >> yes, and that's starbucks. starbucks a great american company. everybody needs a good cup of coffee. in china there is only one starbucks for every 1.9 inhabitants, can you believe that when we have one basically on every corner? [laughter] so there's tremendous opportunity there. you've got the tea growers in china, a lot of them are now switching to coffee because of starbucks, so that's a double play for you. liz: wait until they find out what...
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Dec 5, 2012
12/12
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this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight? >> i have been featuring these investment -- look, the etf. i've been feeling they know america. i have to know how bad america is. they do the southeast. great company. >> we've not talked a lot about the cliff today. it's been kind of refreshing. cover of "the washington post" today. why doesn't the market care, right? >> i think the market doesn't understand to some degree. there's a whole new school of thought that says it would be good. another school of thought that says it doesn't matter that much. they created the cliff to be able to drive us into recession
this is again china. i don't like it either but china is coming back. >> naz 100 taking on facebook. >> money is an index to the naz 100. people paid for this in premarket. it was a mistake. >> citi thinks limited can do a special div. >> limited has a lot of cash. gap said no yesterday. hurt the stock. >> goldman starts utx neutral. great company. a slap in the face, carl. boom. slap in the face. >> you got that right. what's on "mad" tonight?...
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Dec 10, 2012
12/12
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. >>> from the cliff to china. investors finally get some positive news. >> atmospherics are getting so much better. we kind of gotten out of a kabuki theater and we've gone to dancing the tango with those two guys and any time you start to tango, you got a chance. >> but the mixed messages don't stop there. >> apple, to me, is a trading sardine. not an eating or investing sardine for the next few months. there are no clear short-term positive catalysts that i can see. >> i think apple has become a casino. i think it's problematic. >> oh. and there's always europe. >> well, you don't have to be einstein to work out that there's a problem. >> fasten your seat belts. there's lot to trade. this is "fast money." i'm melissa lee. here are tonight's top three trades. lucky 2013. why you should be looking past the cliff with confidence. picks for the new year. plus, pinching pennies. why the friends and family sales are more bad news. and spin cycle. o your old washing machine. president obama and speaker john boehner met
. >>> from the cliff to china. investors finally get some positive news. >> atmospherics are getting so much better. we kind of gotten out of a kabuki theater and we've gone to dancing the tango with those two guys and any time you start to tango, you got a chance. >> but the mixed messages don't stop there. >> apple, to me, is a trading sardine. not an eating or investing sardine for the next few months. there are no clear short-term positive catalysts that i can...
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Dec 13, 2012
12/12
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. >> did you know where china was? >> not at all. >> it just happened that the way i was going was toward the border. with luck and kunning, shin managed to steal and bribe his way across the border and work his way through china where he would have been sent back where he was caught. in shanghai he was granted asylum. in 2006 he arrived in south korea with not a friend in the world. he was so overwhelmed with culture shock and post traumatic stress he had to be hospitalized. he is 30 you now and has made friends and built a new life for himself. but old demons from camp 14 are never far behind. he admit there's was something he was hiding. two years ago he confessed. >> when he told me about the excuse about his mother and brother he didn't say he turned them in. >> you reported your mother and brother? >> yes. >> what did you hope to get out of reporting them? >> well, being full for the first time. >> more food? >> yes, but the biggest reason was i was supposed to report it. >> why was shin tortured after ratting ou
. >> did you know where china was? >> not at all. >> it just happened that the way i was going was toward the border. with luck and kunning, shin managed to steal and bribe his way across the border and work his way through china where he would have been sent back where he was caught. in shanghai he was granted asylum. in 2006 he arrived in south korea with not a friend in the world. he was so overwhelmed with culture shock and post traumatic stress he had to be hospitalized....
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Dec 17, 2012
12/12
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. >> in china. >> in china. with the second tier tellco player in china. they don't seen have to deal with the primary telco player which is china mobile. >> i'm going to fill in the blanks as we go. >> i feel like marvin lewis here. i guess i'm the straight guy again. in any event when they launch the iphone 5 more broadly they had 3 million units sold over a period of five days in multiple countries. here we are in one country. so the question is, number one, that couldn't have been your estimates, because apple didn't tell you that, and in your reanalysis, and number two, if they do sign the deal with china mobile, what's that do to your estimates and your outlook on the stock? >> so two things. one, yes, i think that 2 million unit number is good, and i think the language apple uses in the press release makes that very clear. with respect to china mobile, you have to look at it a couple of ways. apple already sells units on the china mobile network, just not officially through the network. peopl
. >> in china. >> in china. with the second tier tellco player in china. they don't seen have to deal with the primary telco player which is china mobile. >> i'm going to fill in the blanks as we go. >> i feel like marvin lewis here. i guess i'm the straight guy again. in any event when they launch the iphone 5 more broadly they had 3 million units sold over a period of five days in multiple countries. here we are in one country. so the question is, number one, that...
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Dec 25, 2012
12/12
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. >> majority leader harry reid is upset the usoc bought uniforms from china. >> they should be burned and start over again. john: people are desperate for jobs. isn't it outrageous we buy uniforms made overseas? no. in this stupid. let me bring in professional help. whnot to worry about sending work to other countries? >> a fundamental trade makes everybody off. it benefits both parties. john: they could have been made by american workers. >> but we are so much better at other things that making garments is not the comparative advantage. john: that is not a problem. those are factory jobs they're not so pleasant they're designed and marketed and sold and shipped in trucks made on machines built by americans. the chinese olympic team will fly to london on the american planes and this makes us richard? >> people don't get that. one could argue the uniforms were not manufactured in china, but grown in the soybean market and i was. they get bter wages we have lower prices. john: if made in america of people would be poor. another myth. overpopulation. asia is four. africa is for. >> the p
. >> majority leader harry reid is upset the usoc bought uniforms from china. >> they should be burned and start over again. john: people are desperate for jobs. isn't it outrageous we buy uniforms made overseas? no. in this stupid. let me bring in professional help. whnot to worry about sending work to other countries? >> a fundamental trade makes everybody off. it benefits both parties. john: they could have been made by american workers. >> but we are so much better...
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Dec 10, 2012
12/12
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over the past few years, it's become more expensive to do business in countries like china. our workers have become more productive. our energy costs are starting to go down here in the united states. and we still have the largest market. so when you factor in everything, it makes sense to invest here. in america. >> we're listening in as president obama addresses workers right outside of detroit at a diamler factory. i want to bring in mark murray again to at least highlight a little bit of what the president discussed. we know, mark, in michigan is there's a labor showdown right now and the president referred to good union workers, i believe that was the phrasing there, but nevertheless, earlier in the day, the administration said the president supports the unions, uaw but there's a showdown and supposed to come to a head tomorrow. >> that's right. governor rick snyder of michigan expected to sign in to law the legislation that would make michigan a right to work state. president obama in his remarks there didn't come out exples sitly against that legislation as the white
over the past few years, it's become more expensive to do business in countries like china. our workers have become more productive. our energy costs are starting to go down here in the united states. and we still have the largest market. so when you factor in everything, it makes sense to invest here. in america. >> we're listening in as president obama addresses workers right outside of detroit at a diamler factory. i want to bring in mark murray again to at least highlight a little bit...
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Dec 1, 2012
12/12
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>> this is a miss to china's people's daily largest newspaper i think in the world which picked up an item in the american media called kim jong un, the media, and came from the satire cal newspaper "the onion" sometimes things were lost in translation and this was irony. >> that's funny. >> the largest black hole ever seen in the galaxy, the size of 77 million suns, it's 250 million light years away from the earth and it's incomprehensible. what i like most about it though, it's rather humbling. >> paul: i thought you were describing washington. >> that's not humbling, fright any. >> paul: but it is incomprehensible. >> 250 million light years away from anybody's experience. >> paul: okay, remember, if you have your own hit or miss, please send it to us at jer@foxnews.com and be sure to follow us on twitter at jer, on fnc. that's it for this week's show. thanks to my panel and all of you for watching, i'm paul gigot, hope to see you here next week. >> . >> jamie: on fox news watch. ambassador susan race made the rounds on capitol hill to try to spin her way out of trouble with her g.
>> this is a miss to china's people's daily largest newspaper i think in the world which picked up an item in the american media called kim jong un, the media, and came from the satire cal newspaper "the onion" sometimes things were lost in translation and this was irony. >> that's funny. >> the largest black hole ever seen in the galaxy, the size of 77 million suns, it's 250 million light years away from the earth and it's incomprehensible. what i like most about it...
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china and asia pacific will have nearly 4,000 locations by the end of 2013. shares of the company up about 20% over the past year, nice move there but off the highs of the year. so we have these worries about the fiscal cliff, they seem to be holding, the markets or at least the psychological of a lot of investors hostage. so once the dust finally settles, what's the s&p's next move? joining us now in a fox business exclusive, not just the s&p, bill, right? bill strazzullo's joining us, chief market strategist at bell curve trading. good to see you. >> good to see you, liz. look, i think -- go ahead. liz: no, i was just going to say, you know, it's not just the s&p, but, of course, that's the broad indicator of what a lot of people look at and invest in, so how should they be viewing this on a day-to-day basis? >> the first thing you have to do, liz, is just be very disciplined. we've had a really nice run mapping out buy and sell levels and not getting caught in the between moves. for instance, right after the election we advised our clients we should get a
china and asia pacific will have nearly 4,000 locations by the end of 2013. shares of the company up about 20% over the past year, nice move there but off the highs of the year. so we have these worries about the fiscal cliff, they seem to be holding, the markets or at least the psychological of a lot of investors hostage. so once the dust finally settles, what's the s&p's next move? joining us now in a fox business exclusive, not just the s&p, bill, right? bill strazzullo's joining us,...
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Dec 6, 2012
12/12
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china confirms talks with apple. but the problem here, he says tech is not an issue, it's mainly about the business model and benefit sharing issues. that could be a problem. >> he is also playing the part of what many analysts are doing, which is let me explain why it's going down, in the same way that the death cross, i always love the death cross, this is a technical term. i can think of a million reasons to sell it. the only reason i want to own it is because it makes the best products in the world and it's inexpensive. >> that's a lot of people looking at the chart. >> look again, the people who own apple, they were the ones who owned it because it was going up. it reminds me very much in 1999, what do i do with my nortel, it's at 110. in the meantime, roth, the ceo gives a session, an off the record session, or a session where he bashed 15 people. and said you know what? we're going to miss the numbers really big. apple is not nortel, but it trades like those that do and people get into the rut of saying i got
china confirms talks with apple. but the problem here, he says tech is not an issue, it's mainly about the business model and benefit sharing issues. that could be a problem. >> he is also playing the part of what many analysts are doing, which is let me explain why it's going down, in the same way that the death cross, i always love the death cross, this is a technical term. i can think of a million reasons to sell it. the only reason i want to own it is because it makes the best...
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Dec 3, 2012
12/12
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market is fear about china. but i would rather play it from some of the quality industrials where i feel there could be some other things that helped them whether it's -- you know, u.s. housing and other things, not just pure china plays. >> adam, it's simon. going into next year, i think no one will argue taxes are going to go up at some rate. historically, dividend type stocks have underperformed. do you still feel good about them? >> i do. because it's different this time. i mean, it's been well communicated, well documented. everyone knows that that's an issue. in fact, we don't think it's possible the dividend taxes won't rise the amount that's in the law. right? so if you look last week, for example, utilities were the best p performing sector in the market, up 3.35% last week. i think you can get a relief rally if they do change the law. and more over all the the other things that are compelling about them, whether low payout ratios or compelling yield versus the bond market or in fact the most cynical bu
market is fear about china. but i would rather play it from some of the quality industrials where i feel there could be some other things that helped them whether it's -- you know, u.s. housing and other things, not just pure china plays. >> adam, it's simon. going into next year, i think no one will argue taxes are going to go up at some rate. historically, dividend type stocks have underperformed. do you still feel good about them? >> i do. because it's different this time. i...
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Dec 11, 2012
12/12
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it may have had room to run, more so from palladium and the positive data from china. back to you. >> sharon, thank you very much. breaking news to brian shactman, nfl bounty case. brian. >> nine months after this story broke, paul announced he's vacating all penalties on four players. they are exonerated. the key here is the players were not in favor of tagliabue doing this. spent three years, 50,000 pages of documents indicting players. they exonerated them. two of them might return to play this season. >> thank you very much, brian shactman. >> to nasdaq, bertha coombs following big movers there. we have the advance there as well. >> we do. nasdaq 100 outperforming thanks to apple's recovery. off of the highs of the day. nonetheless it is contributing about a third of the outside impact to the nasdaq 100. facebook will be added tomorrow. watch that going into the close. it will be trading in the nasdaq, emphasis trades over at nyc. yahoo! has a mobile app for mail. today at a four-year high. that stock continues momentum. couple of deal-based stocks, trip adviser wi
it may have had room to run, more so from palladium and the positive data from china. back to you. >> sharon, thank you very much. breaking news to brian shactman, nfl bounty case. brian. >> nine months after this story broke, paul announced he's vacating all penalties on four players. they are exonerated. the key here is the players were not in favor of tagliabue doing this. spent three years, 50,000 pages of documents indicting players. they exonerated them. two of them might...
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that will be china, why? >> well, i think that apple isn't it rating as fast, we're seeing samsung phones coming out every week, like a new one, every week. every size, shape and color, so you've got a lot of competition in the space, apple wasn't doing anything in china a few short years ago and now they're going to the iphone in that debate. and falling-- >> fell two notches. you've got competition now from samsung and the mobile space and they're the gold standard when it comes to computing. i think it's great because it forces apple to make interesting decisions and become more competitive and i think that once a year for a phone. i think we may start to see apple shift in the idea of coming out with an iphone every week. >> and forces apple to shake up the status quo. do you think with the cash they're sitting on might be smarter to make acquisitions out there and broadening the face of offerin offerings? >> i think one thing you're seeing a competition with google and need to start hiring talent to keep
that will be china, why? >> well, i think that apple isn't it rating as fast, we're seeing samsung phones coming out every week, like a new one, every week. every size, shape and color, so you've got a lot of competition in the space, apple wasn't doing anything in china a few short years ago and now they're going to the iphone in that debate. and falling-- >> fell two notches. you've got competition now from samsung and the mobile space and they're the gold standard when it comes...
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Dec 7, 2012
12/12
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brands got annihilated based on some bad news out of china. it seems it
brands got annihilated based on some bad news out of china. it seems it
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>> china remains a major issue for apple and tim cook seems to have a ready answer for it. why can't you be a made in america company? >> this iphone, as a matter of fact, the engine in here is made in america. and not only are the engines in here made in america, but engines are made in america and are exported. the glass on this phone is made in kentucky. so we've been working for years on doing more and more in the united states. next year, we will do one of our mac lines in the united states. >> let's say our constitution was a little different and barack obama called you in tomorrow and said, get everybody out of china and do whatever you have to do, make these, make everything you make in the united states. what would that do to the price of this device? >> honestly, it's not so much about price. it's about the skills, et cetera. over time, there are skills that are associated with manufacturing that have left the view out. >> cook says apple has already created more than 600,000 jobs here in the u.s., that includes everything from research and development to retail t
>> china remains a major issue for apple and tim cook seems to have a ready answer for it. why can't you be a made in america company? >> this iphone, as a matter of fact, the engine in here is made in america. and not only are the engines in here made in america, but engines are made in america and are exported. the glass on this phone is made in kentucky. so we've been working for years on doing more and more in the united states. next year, we will do one of our mac lines in the...
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Dec 13, 2012
12/12
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it's global, selling in high china, hong kong, and singapore. dennis: the myth is, the china, doing knockoff wines, but this is an inside job. your own brethren. >> not mine, but the expensive wine side, it's within the u.s. and europe, and it's guys who are in, you know, really into wine. dennis: prominent dealers? >> current case, fbi is charging a guy, a well-known collector, sold wine in auctions, turns out a lot of the wine may not have been what it was claiming to be. dennis: three bottles here, counterfit bottles, guys, and see if ray points out what makes then counterfeit. a nice 1923. >> yes, a 1923, would be $30,000 at auction. it would sell either way, but look at the symbol, the red dot, they always stamp dark and red. this is much too light. that's an insider thing. dennis: the bottle, the glass -- >> the glass is real. they got a less expensive wipe from the 1920s, 30s, refilled it with different wine, slap the label, and faked the label, and then, you know, tried to sell it for a lot of money. dennis: a couple other pictures compa
it's global, selling in high china, hong kong, and singapore. dennis: the myth is, the china, doing knockoff wines, but this is an inside job. your own brethren. >> not mine, but the expensive wine side, it's within the u.s. and europe, and it's guys who are in, you know, really into wine. dennis: prominent dealers? >> current case, fbi is charging a guy, a well-known collector, sold wine in auctions, turns out a lot of the wine may not have been what it was claiming to be. dennis:...
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china's going to allow foreign visitor to stay in way ginning for -- beijing for three days if they're heading into another country. but you have to buy a lot of stuff. [laughter] console, energy and qt production company have submitted multimillion dollar bids to drill for natural gas and oil on land surrounding pittsburgh international airport. the drilling revenue would reduce gate fees which could lead to cheaper flights. pan tone which -- named emerald as 2013's color of the year. the time has come, and that's today's speed read. liz: emerald green. the parent company of the toronto stock exchange is joining forces with the maple group in a move that is enabling the company to expand it product offerings. david: tom kloet is the see crow of -- ceo of tmx group. what a pleasure to see you. you're an american, by the way. >> i am. david: they brought in an outsider. there are a lot of similarities between canada and the u.s. but some very distinct differences, and one of them involves the markets. you are the main equity and clearing facility. you have everything in one shopp right?
china's going to allow foreign visitor to stay in way ginning for -- beijing for three days if they're heading into another country. but you have to buy a lot of stuff. [laughter] console, energy and qt production company have submitted multimillion dollar bids to drill for natural gas and oil on land surrounding pittsburgh international airport. the drilling revenue would reduce gate fees which could lead to cheaper flights. pan tone which -- named emerald as 2013's color of the year. the time...
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Dec 11, 2012
12/12
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>> this is controversial, in china, people worried about china. a two year bear market, new leadership in place, economic recovery underway, leading indicators suggest it's started. this is a company that benefits from all of that domestic growth in china. it's one of the national carriers, and it's connected to the star alliance. stock is trieding at three times, down 45% off its lows. liz: now, if there's a domestic rebound, is that what you believe is really happening there? >> well, we think there's a domestic rebound coming -- lizly -- liz: china -- >> recovery under way, off of what? 7% gdp growth, but up 9% next year. liz: and a growing middle class likes to travel. >> 250 million people entering middle class in china. liz: almost as many people in the u.s.. good to see you. >> good to see you. liz: closing bell ringing in six minutes, up 80 points for the dow, lots of green on the dow, we're coming right back, don't noaf of move. ♪ what's next? he's going to apply testosterone to his underarm. axiron, the only underarm treatment for low
>> this is controversial, in china, people worried about china. a two year bear market, new leadership in place, economic recovery underway, leading indicators suggest it's started. this is a company that benefits from all of that domestic growth in china. it's one of the national carriers, and it's connected to the star alliance. stock is trieding at three times, down 45% off its lows. liz: now, if there's a domestic rebound, is that what you believe is really happening there? >>...
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but you are seeing on the high end, particularly the ones that are exposed to asia, to china, like a tiffany's, those are definitely had some issues and i think they may continue to have issues. >> the one that i just look at all the time, just want to shoot myself, kors. they have done a fantastic job. i sold it early and couldn't jump back in. >> the price is really interesting. all these names that we just mentioned. in a market today, when we were up, almost a percent after the fed meeting, tiffany's, coach, underarmour, some of the kind of higher end consumer names were acting very poorly and a lot of them have acted really contrary to the way the market has in the recent run since mid-november. to me, kind of telling you something. also on a day, we talked about it earlier, walmart, dollar gen yesterday, target are breaking down. retail is hitting a wall here and it may be because q-4 is as good as it gets. >> let's get another aspect. mike, you're watching shares of delta. bullish activity here. >> yeah, it was interesting. we saw big spread trade actually, someone looked like
but you are seeing on the high end, particularly the ones that are exposed to asia, to china, like a tiffany's, those are definitely had some issues and i think they may continue to have issues. >> the one that i just look at all the time, just want to shoot myself, kors. they have done a fantastic job. i sold it early and couldn't jump back in. >> the price is really interesting. all these names that we just mentioned. in a market today, when we were up, almost a percent after the...
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even china expressed regret at the move. the obama administration condemned it as a provocative act and will likely ask the u.n. security council to impose crippling sanctions. the pentagon following developments this morning. chris lawrence there. what do you know, chris? >> right now, officials say that object that north korea put into orbit, monitoring it, analyzing it, but they confirm it is in orbit. why is that important? the same technology you would use to put into orbit is the same technology you use to develop long-range ballistic missiles, the u.s. condemned this act. they are worried about the marriage of north korea's nuclear weapons with this long-range missile technology. this is the type of missile that if it was successful, as it appears to be, could reach parts of the united states, alaska, u.s. military bases in hawaii. but a u.s. efficiently i spoke with who used to work on north north korea for the defense department told me, there are still areas in which north korea has not made it as far as they would
even china expressed regret at the move. the obama administration condemned it as a provocative act and will likely ask the u.n. security council to impose crippling sanctions. the pentagon following developments this morning. chris lawrence there. what do you know, chris? >> right now, officials say that object that north korea put into orbit, monitoring it, analyzing it, but they confirm it is in orbit. why is that important? the same technology you would use to put into orbit is the...
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but how do you see the big picture in china? there's definitely a narrative that says high levels of capital spending lead to poor profitability and maybe that's what the stock markets had a sniff on over the last 18 months. where do you think we are in that story? >> well, no doubt it's driven by capital like all capital investments. and where are the investments going? they're going to china's massive infrastructure. don't forget china is still in the middle of a largest organization exercise in human history, building something like 221 new cities. so there's no did you tell that some of the buildings and roads or even shopping malls may in the short term appear empty. and then that fits into the kind of speculation there will be a huge asset or property bubble that's bound it on burst. but don't forgetbeginning, a lo buildings. and don't forget the speed of the urbanization process is going on in china. but as a national strategy also to balance the economy away from the capital kind of investment towards domestic consumptio
but how do you see the big picture in china? there's definitely a narrative that says high levels of capital spending lead to poor profitability and maybe that's what the stock markets had a sniff on over the last 18 months. where do you think we are in that story? >> well, no doubt it's driven by capital like all capital investments. and where are the investments going? they're going to china's massive infrastructure. don't forget china is still in the middle of a largest organization...